Complex individual tax advice

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Complex individual tax advice

Taxes can be complicated, but we’re here to make them easier for you. Our team of experts is here to provide you with personalised advice and insights, tailored to meet the unique challenges of your wealth and tax situation. We’re dedicated to offering you support to simplify your tax matters so you can concentrate on what’s truly important in your life.

 

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We understand that each professional has unique financial needs and aspirations.

Whether you are a doctor, lawyer, engineer, architect, or other professional, we provide tailored advice to ensure you optimise your finances and meet goals with clarity and precision.

Our team of experts are dedicated to providing you with a personalised and comprehensive approach to managing your finances. We work closely with you to understand your goals and develop a strategy that aligns with your professional and personal objectives. With our guidance, you can make informed financial decisions and optimise your resources for long-term success.

Advice for professionals

We provide a personalised and wholistic approach to the management of your finances. We can help with tax planning, investment planning and strategies to optimise wealth creation, employee share schemes, superannuation advice, personal insurances and income protection, estate planning and more.

Employee share scheme

If your employer gives you shares or options, you might qualify for tax breaks under the employee share schemes (ESS) rules. But understanding the ESS rules can be tricky. That’s where Nexia steps in. We provide advice on ESS taxation helping you to report, plan and organise your ESS to get the most benefit.

Global mobility tax services

Our global mobility tax service is tailored to navigate the intricacies of cross-border employment, ensuring that companies and their globally dispersed teams operate in harmony with varying tax jurisdictions.

Trust beneficiary advice

Trust beneficiary advice involves understanding your rights and responsibilities, including distributions, taxes and legal implications. Our advice safeguards your interests and maximises trust benefits effectively, allowing you to navigate trust complexities with confidence.

Other tax advice

Need specific tax advice? As a full-service accounting and advisory firm, we can assist with all personal tax and related matters. Connect now and let us know how we can help.

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Locations

Amy Waterhouse

Associate Director, Tax Consulting

Sydney, NSW

Ryle Purich

Director, Business Advisory

Perth, WA

Kalista Pakkiyaretnam

Partner, Business Advisory

Canberra, ACT

Adam Smith

Director, Business Advisory

Perth, WA

Wendy Clarke

Director, Business Advisory

Perth, WA

Anita Cohen

Partner, Business Advisory

Sydney, NSW

Stephen Davis

Partner, Business Advisory

Sydney, NSW

Dean Birch

Director, Tax Consulting

Perth, WA

Sean Urquhart

Partner, Tax Consulting

Sydney, NSW

Ming Kei (Larry) Lam

Partner, Business Advisory

Sydney, NSW

Katie Lin

Partner, Business Advisory

Sydney, NSW

Jane Fenner

Partner, Business Advisory

Sydney, NSW

Ian Stone

Partner, Business Advisory

Sydney, NSW

Adam Boles

Partner, Business Advisory

Sydney, NSW

Mel Nash

Associate Director, Tax Consulting

Melbourne, VIC

Vincent Scali

Partner, Business Advisory

Sydney, NSW

Russell Reid

Partner, Business Advisory

Sydney, NSW

Paul Lenton

Partner, Business Advisory

Sydney, NSW

Paul Mannion

Partner, Business Advisory

Sydney, NSW